Next Level Private - Crunchbase Company Profile & Funding

Overview

Next Level Private

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Next Level Private

CB Rank

1102810

Next Level Private offers fee-only financial planning and wealth management services.

Founded

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Private

Harrison, New York, United States

11-50

nxtprivate.com

Advice

Banking

Financial Services

Retirement

Wealth Management

Key People

Barry Mitchell: Founder & Managing Director

Details

Legal Name

Next Level Private LLC.

Operating Status

Active

Company Type

For Profit

Founders

Barry Mitchell

About the Company

Next Level Private is an independent investment advisory firm that offers fee-only financial planning and wealth management services. The firm provides fiduciary financial advice to individuals and features a client portal for secure account access, investment portfolio monitoring, and financial goal tracking.

Phone Number

+1 914 431 5255

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Freedom Roadmap

A service that develops a comprehensive financial plan including diagnostics, cash flow, and risk analysis to guide clients toward financial independence.

Wealth Accumulation Strategies

Services focused on building and managing assets to prepare clients for retirement and desired lifestyles through asset allocation and fiduciary solutions.